Globally 64% of Millennials (people in their mid 20s to 35) and 51% of people in the 35-54 age bracket are willing to pay more for personalised investing products and services including financial advice, according to a new report.
Wealth manager and Financial Planner BRI Wealth Management has appointed Dan Boardman-Weston as its next CEO from 1 April.
Wealth management skills have become core for Financial Planners as the profession moves upmarket.
St James's Place today reported annual IFRS pre-tax profits up by 8% to £353.8m in 2021 as business continued to grow despite pandemic lockdowns.
Two thirds (63%) of retail investors would consider changing adviser because they are unhappy about the ESG focus from their wealth managers, according to new research.
Nicola Crosbie of Moran Wealth Management in Scotland has been named as St James’s Place’s 2021 Chartered Financial Planner of the Year.
Wealth manager St James’s Place has revamped its brand and logo today, dropping the words ‘wealth management’ from the title.
The managing director of partnership at wealth manager St James’s Place, Ian Gascoigne, is to retire from the board and as a director on 31 March.
Fund and wealth management group M&G has received the regulatory go ahead for its acquisition of financial adviser firm Sandringham Financial Partners.
Rapidly expanding Financial Planning-focused advisory group Independent Wealth Planners (IWP) has acquired Throgmorton Wealth Management in its 30th acquisition deal.
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